ORG Wealth Partners’s Bank of America BAC Stock Holding History

ORG Wealth Partners’s Portfolio BAC Stock Details BAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-16	Closed	-$780	–	694
2026 Q1	$780	Sell	16 -399	-96%	-$20.6K	﹤0.01%	617
2025 Q4	$22.8K	Buy	+415	New	+$21.9K	0.01%	382
2025 Q3	–	Sell	-493	Closed	-$23.7K	–	630
2025 Q2	$23.7K	Sell	493 -1,729	-78%	-$72.7K	0.01%	407
2025 Q1	$92.2K	Buy	+2,222	New	+$99K	0.03%	275
2024 Q4	–	Sell	-2,004	Closed	-$79.5K	–	502
2024 Q3	$79.5K	Buy	+2,004	New	+$80.3K	0.03%	216

Other funds holding BAC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ORG Wealth Partners's BAC Position: Q2 2026 in Review

ORG Wealth Partners sold out of Bank of America (BAC) in Q2 2026, closing a stake of 16 shares — an estimated $780 sold.

ORG Wealth Partners first reported a position in BAC in Q3 2024 and held it in 5 quarters. The position peaked at $92.2K in Q1 2025. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

ORG Wealth Partners reported no remaining Bank of America position as of Q2 2026 after selling out during the quarter.
ORG Wealth Partners sold 16 Bank of America shares in Q2 2026, an estimated $780.
ORG Wealth Partners first reported a position in Bank of America in Q3 2024 and held it in 5 quarters.
ORG Wealth Partners's Bank of America position peaked at $92.2K in Q1 2025.
3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.